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Building 2CLAYCOMB WEALTH MANAGEMENT

Map pinFOLSOM, CA
Phone916-355-8860
NotebookSEC #801-71448
Total AUM
$27.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1130 IRON POINT ROAD #135
FOLSOM
CA 95630
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
916-355-8860

ReceiptFinancials

Total AUM
$27.2M
Accounts
189
Discretionary
$27.2M
Accounts
189
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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